Jun 13, 2026 · 55 min · 13 segments
In this podcast, Tony, Jared, and Matt Zeigler celebrate 100 episodes while discussing the SpaceX IPO, market speculation, falling yields, and lessons from building Macro Dirt…
Tony GreerHost
Matt ZeiglerHostJared DillianHost
You know, definitely that the index operators flogged all the rules about jamming it into the ETFs.
And then seeing S&P be the adult in the room and say, no, you know, sorry, we're not changing our standards.
So that to me, that in an institutional level is just the biggest warning, caution, flare.
You know, I have a subscriber who's a financial advisor, and he said an 85-year-old little old lady walked into his office, never invested before in his life, said, I have $50,000.
Did he say what he did? Was he able to talk her down? Was he able to like settle it? Or did she just go on to the next brokerage house? I think still has an office.
I'm going to turn the tables here because the best quote that I heard about the SpaceX IPO came from you.
If you read the S1, you could just take your DCF, tell the little old lady, you never needed to read Ben Graham.
They literally say in the S1 that the total addressable market is space and time.
i mean the total addressable market for this podcast might as well include sentient life and other solar systems and ai bots because that's the part of this and what it tells you and i say i say this from the advisor seat what that tells you is that you cannot value this in any normal way you just have to go i don't know what to think of this this goes in the proverbial too hard pile
You know, definitely that the index operators flogged all the rules about jamming it into the ETFs.
And then seeing S&P be the adult in the room and say, no, you know, sorry, we're not changing our standards.
So that to me, that in an institutional level is just the biggest warning, caution, flare.
You know, I have a subscriber who's a financial advisor, and he said an 85-year-old little old lady walked into his office, never invested before in his life, said, I have $50,000.
Did he say what he did? Was he able to talk her down? Was he able to like settle it? Or did she just go on to the next brokerage house? I think still has an office.
I'm going to turn the tables here because the best quote that I heard about the SpaceX IPO came from you.
If you read the S1, you could just take your DCF, tell the little old lady, you never needed to read Ben Graham.
They literally say in the S1 that the total addressable market is space and time.
i mean the total addressable market for this podcast might as well include sentient life and other solar systems and ai bots because that's the part of this and what it tells you and i say i say this from the advisor seat what that tells you is that you cannot value this in any normal way you just have to go i don't know what to think of this this goes in the proverbial too hard pile
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